Name: Jobpe
Address: T-Hub, Plot No 1/C, Sy No 83/1, Raidurgam panmaktha, Knowledge City Rd, Hyderabad, Telangana, 500081, IN
Telephone: +91-83339-09630
Price range: Free

Operation Manager Finoviser Financial Services

2.0 - 6.0 years

0 Lacs

navi mumbai, maharashtra

On-site

The candidate should be well versed with back-end operation processes pertaining to Mutual Funds, Life and General Insurance, and Fixed Income. You must possess in-depth knowledge of all processes related to different financial asset classes. It is required to create and update product process flow charts to ensure smooth and error-free processes. Experience in handling various portals related to investment execution of different financial companies, particularly the BSE Star Platform for Mutual Fund transactions, is essential. Your responsibilities will include daily online/offline execution of Mutual Funds, Insurance, General Insurance, and Fixed Income products such as purchase, redemption, switch, renewal, claim settlement, and quote generation. You will be responsible for preparing and maintaining daily transaction reports and MIS. Additionally, you will need to coordinate with various companies regarding any transaction or client-related issues, as well as with processing houses to resolve queries related to transactions. Multitasking and ensuring high-speed error-free transactions are crucial aspects of the role. Furthermore, you will be expected to coordinate with clients to resolve transaction or query-related issues. Requirements: Experience: - 2-4 years of experience in wealth advisory, financial portfolio companies, or any financial advisory firms handling backend operations Qualification: - Graduation/MBA/BBA with at least 65% marks along with certification in various asset classes Skills: - Humble and soft-spoken - Excellent command over verbal and written English communication - Expertise in Excel and PowerPoint - High customer orientation - Willingness to stretch as per workload - Experience in handling ticketing systems - Strong ownership attitude towards work and tasks assigned CTC: As per experience and industry standards.,

Posted 1 month ago

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Operation Manager V-Financial Services

2.0 - 6.0 years

0 Lacs

navi mumbai, maharashtra

On-site

You should be well versed with detailed back-end operation processes related to MF, Life and General Insurance, and Fixed income. Your knowledge should cover all process related to different financial asset classes. It will be your responsibility to create and update product process flow charts to ensure seamless and error-free processes. Experience in handling various portals for investment execution in different financial companies, including BSE Star Platform for MF transactions, is required. Your daily tasks will involve online/offline execution of MF, Insurance, General Insurance, and Fixed income products such as purchase, redemption, switch, renewal, claim settlement, and quote generation. Additionally, you will be expected to prepare and maintain daily transaction reports and MIS, coordinate with various companies for transaction and client-related issues, and resolve queries from processing houses. Multitasking and high-speed error-free transactions are essential, along with efficient coordination with clients for transaction and query resolution related issues. You must have 2-4 years of experience in wealth advisory, financial portfolio companies, or financial advisory firms handling backend operations. A Graduation/MBA/BBA degree with at least 65% marks is required, along with certifications in various asset classes. Other essential skills include being humble and soft-spoken, having excellent command over verbal and written English communication, expertise in Excel and PowerPoint, high customer orientation, willingness to stretch as per workload, experience in handling ticketing systems, and strong ownership towards work and assigned tasks. The salary package will be as per company standards. This position is only open to female candidates from in and around Navi-Mumbai.,

Posted 1 month ago

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Operation Executive V-Financial Services

0.0 - 3.0 years

0 Lacs

navi mumbai, maharashtra

On-site

The candidate should be well versed with detailed backend operation processes related to MF, Life and General Insurance, and Fixed income. They must possess in-depth knowledge of all processes related to different financial asset classes. The candidate is responsible for creating and updating product process flow charts to ensure seamless and error-free processes. Experience in handling different portals related to investment execution of various financial companies is required, including expertise in handling the BSE Star Platform for MF transactions. Daily online/offline execution of MF, Insurance, General Insurance, and Fixed income products such as purchase, redemption, switch, renewal, claim settlement, and quote generation is part of the responsibilities. The candidate should prepare and maintain daily transaction reports and MIS, as well as coordinate with various companies and processing houses to resolve transaction-related issues and client queries. Multitasking and high-speed error-free transactions are expected, along with coordinating with clients for transaction-related and query resolution issues. The ideal candidate should have 0-2 years of experience in wealth advisory, financial portfolio companies, or any financial advisory firms handling backend operations. A Graduation/MBA/BBA qualification with at least 65% marks along with certifications in various asset classes is required. Skills such as being humble and soft-spoken, having excellent command over verbal and written English communication, expertise in EXCEL and PPT, high customer orientation, willingness to stretch as per workload, and a strong sense of ownership towards work and assigned tasks are essential. The salary offered will be as per company standards. Only female candidates from in and around Navi-Mumbai are eligible to apply.,

Posted 1 month ago

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